Investing for Retirement
Properly handling your 401(k) or IRA rollover is the first step towards reaching your retirement planning goals.
Our Certified Financial Planners® and CPA’s offer a unique combination of tax and financial planning services. We not only handle your IRA or 401(k) rollover for you, we also provide you with retirement planning advice as part of our overall service.
Our down to earth style allows you to be comfortable discussing your goals with absolutely no sales pressure. As a client, you would have an advisor that takes the time to get to know you and work with you to set up a road map for your retirement. We are a fee only firm which means we do not receive commissions or hidden fees. Your advisor works only for you – not for some bank or brokerage firm. Main Street Financial operates under a fiduciary standard, which means we put our clients’ interest ahead of our own.
Starting with a brief free consultation, either by phone or in person, you can learn about the mechanics of rolling over your 401(k), and decide whether or not rolling over your retirement plan is right for you. If you want to go it alone, make sure you’re well informed. If you want responsible, expert advice from a Certified Financial Planner, call us.
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For a Free Consultation
You can ask us anything, “kick our tires” and get straight answers with absolutely no obligation.
When can you afford to retire? When should you take Social Security? What about long term care and your heirs? We can help you get answers to these questions and more.
We manage the risk in our clients’ portfolios so they can reach their goals with a proper trade-off between risk and return. We constantly monitor the portfolio and make appropriate adjustments to keep you on track with your retirement planning goals.